E78 Partners

MAY 14, 2025

As firms navigate rising interest rates and extended holding periods, Chief Information Officers (CIOs) are transitioning from traditional IT roles to strategic leaders who address challenges like legacy systems, cost pressures, and M&A complexities.

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Mergers and Acquisitions (M&A) Technology Valuation Prioritization 59

E78 Partners

MARCH 28, 2025

For PE operating partners, five key areas stand out as essential drivers of value creation: operational efficiency and margin improvement, digital transformation and AI integration, add-on acquisitions and consolidation, exit readiness, and talent optimization. While PE-backed exit value increased 7.6%

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Leadership Healthcare 59

The Finance Weekly

OCTOBER 29, 2024

Financial modeling can also help in performing sensitivity analysis, preparing budgets for capital expenditures, and evaluating the potential value of mergers or acquisitions. Investment Evaluation - Assessing mergers, acquisitions, or new projects. A loss decreases equity.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

Future CFO

JUNE 1, 2025

Simultaneously, opportunities arise from increased M&A activity, sectoral shifts towards technology and infrastructure, and innovative financing methods such as green financing and alternative deal structures. Smart & Intelligent treasury solutions are available and getting more and more acceptability by the users."

Economics 59

Economics Mergers and Acquisitions (M&A) Treasury Cash Flow Forecasting 59

Global Finance

APRIL 5, 2025

Advisers enjoy an uptick in M&As and IPOs despite geopolitical uncertainty; whether 2025 maintains the energy remains to be seen. The global mergers and acquistions (M&A) market might not have fulfilled every dealmakers fantasy of a roaring comeback in 2024. billion acquisition of Kellanova.

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Mergers and Acquisitions (M&A) Investments Banking Finance 52

Future CFO

MAY 12, 2024

FutureCFO: From your bio I learnt that you became passionate about M&A at a young age. Sophie Fischer (SF): I first became passionate about merger and acquisition transactions in my teenage years in high school. I would watch my father, who worked on different M&A projects, and think: “Wow, that’s such an exciting job!”

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Leadership SAP Securities 52

PYMNTS

NOVEMBER 13, 2018

A new survey shows that an increasing number of mergers and acquisitions (M&As) are not going through because of concerns over General Data Protection Regulation (GDPR) compliance. As we track transactions, it will be very telling how these challenges will impact organizations’ due diligence processes.

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Mergers and Acquisitions (M&A) Compliance Financial Modeling Technology 57

PYMNTS

DECEMBER 5, 2018

Procurement and financial process automation firm Corcentric announced a new credit facility that it secured as it prepares to invest in expansion. ” In another statement, the firm’s Founder and CEO Doug Clark said the financing will enable the firm to execute its growth strategy, which will include acquisitions “in the U.S.

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Mergers and Acquisitions (M&A) Accounts Payable Finance B2B 49

Future CFO

NOVEMBER 19, 2023

There are several top M&A trends in 2004, according to advisory firm Gartner. The top M&A trends in 2024 identified by the research firm are as follow. The top M&A trends in 2024 identified by the research firm are as follow.

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Mergers and Acquisitions (M&A) Valuation Technology Startups 52

PYMNTS

FEBRUARY 5, 2020

AvidXchange’s goal is to have 100 percent ePayment adoption with “payments delivered on time, securely and with discrete data.” Praeger said it was forecast that the industry would see a decline in merger and acquisition activity in 2019. As a result, Praeger believes M&A activity will be similar to what was seen last year.

Mergers and Acquisitions (M&A) 95

Mergers and Acquisitions (M&A) B2B Forecasting Securities 95

PYMNTS

APRIL 4, 2019

Apple could be stepping up its acquisition strategy as it aims to move beyond the iPhone, elevating Adrian Perica to head up mergers and acquisitions. It is a step up for Perica, given Luca Meastri, Apple’s chief financial officer, had been in charge of mergers and acquisitions for Apple, the news outlet noted.

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Mergers and Acquisitions (M&A) Startups Securities Sales 46

Global Finance

APRIL 5, 2025

Some of that change in volume may have been attributable to issuers taking an opportunistic approach at the beginning of the year, suggests Jeff Ramsay, securities and capital markets partner at Paul Hastings law firm, waiting to see how the change in [US] administration may affect the macroeconomic environment. The US touted a 45% increase.

Investments 52

Investments Banking Mergers and Acquisitions (M&A) Foreign Exchange 52

PYMNTS

OCTOBER 4, 2019

These are indeed the days for mergers and acquisitions (M&A) in the world of payments, and that trend looks likely to hold into the 2020s. For starters, don’t expect M&A activity to stop anytime soon, he told PYMNTS. In July, for example, Fiserv announced that it had completed its acquisition of First Data.

Mergers and Acquisitions (M&A) 70

Mergers and Acquisitions (M&A) Technology Securities Investments 70

Nerd's Eye View

AUGUST 12, 2022

Also in industry news this week: FINRA has submitted a revised proposal to reform the process for broker-dealers to request expungement of client disputes from their public record, which allows state securities regulators to be informed of and involved in the arbitration hearings that decide whether the expungement is granted.

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Mergers and Acquisitions (M&A) Healthcare Economics Numbers 97

Future CFO

FEBRUARY 8, 2022

There are three M&A success factors that dealmaking executives must understand to thrive in the sizzling M&A market that saw a record high value of US$5.9 trillion in 2021, said Bain & Company recently when releasing its fourth annual M&A report based on a global survey of more than 280 executives.

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Mergers and Acquisitions (M&A) Healthcare Valuation Securities 52

CFO Thought Leader

NOVEMBER 7, 2023

For corporate finance executives, few professional experiences are as adeptly converted into social currency as those manifested inside the realm of mergers and acquisitions (M&A). Laackman did not disappoint us, and what she shared reveals as much about herself as it does the human side of enterprise.

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Mergers and Acquisitions (M&A) CFO Corporate Finance Healthcare 52

Future CFO

JANUARY 17, 2023

Global M&A has a positive start in 2023 as global dealmakers achieved a second consecutive quarter of market outperformance in the last three months of 2022, said WTW recently. Global M&A highlights. In Asia Pacific, deal volumes have been more stable with a marginal increase in M&A activity during the last 12 months.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Leverage Marketing 52

Future CFO

JANUARY 9, 2022

Global M&A to remain strong in 2022 as valuations reach historic highs, said Willis Towers Watson (WTW) recently. Based on share-price performance, companies making M&A deals outperformed the World Index[1] by +1.4pp (percentage points) on average, the firm added. Highlights. Source: Willis Towers Watson.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Valuation Numbers Economics 52

PYMNTS

MARCH 25, 2020

Brex Goes on Acquisition Spree. This week, corporate card startup Brex announced the acquisition of three companies to strengthen its card offering. Archa Collabs With i2c in Australia. Payhawk Explores Open Banking’s Biz Card Opportunity. ” Borisov spoke with PYMNTS on the heels of Payhawk’s announcement of a $3.23

Mergers and Acquisitions (M&A) 46

Mergers and Acquisitions (M&A) Banking Foreign Exchange Risk Analysis 46

Future CFO

JUNE 4, 2020

If you happen to read the Asia Pacific M&A Review 2020 by Herbert Smith Freehills you will easily conclude that the report while earmarked 2020 was written much earlier as there was no mention of any major macroeconomic disruption other than the percolating US-China Trade war. Describe the M&A landscape in 2019.

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Mergers and Acquisitions (M&A) Problem Solving Securities Numbers 52

PYMNTS

NOVEMBER 22, 2019

Further, this week’s B2B Venture Capital roundup finds VC funding isn’t the only investment strategy for B2B FinTechs, with (mergers and acquisitions) M&A activity seeking a spike, as well as some high-profile plans by industry players to go public. Funding Xchange secured $10.3 Funding Xchange secured $10.3

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Mergers and Acquisitions (M&A) B2B Foreign Exchange Startups 43

PYMNTS

JUNE 27, 2017

Companies and investment funds are adding an extra layer of scrutiny to mergers and acquisitions by hiring cybersecurity experts to screen targets for security risks. It will become a pillar of M&A decisions.”. According to Bloomberg Technology , the need for cybersecurity expertise became clear after a 2014 Yahoo!

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Mergers and Acquisitions (M&A) Auditing Valuation Communication 43

Corporate Finance Lab

APRIL 16, 2023

While Special Purpose Acquisition Companies (SPACs) made a comeback to the American stock markets in 2020, Euronext Amsterdam became the SPAC champion on the old continent, with 16 SPAC listings ( FT, 17 February 2021 ). SPACs typically work as follows. SPACs do not perform any economic activity and have not yet decided on a target-company.

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Mergers and Acquisitions (M&A) Investments Retail Economics 65

Global Finance

JUNE 10, 2024

A dearth of reasonably priced homes only adds to the strain caused by higher inflation and social security costs. The year 2024 looks to be no different; Spanish GDP is expected to expand to double the average in the euro area: between 1.9% and 2.1%, according to different estimates, versus a range of 0.8% to 1% for its peers.

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Mergers and Acquisitions (M&A) Restructuring Economics Investments 102

PYMNTS

MARCH 12, 2019

Mergers and acquisitions have become a popular way for traditional financial institutions to acquire the technologies developed by smaller FinTechs, not only allowing FIs to build out their offerings, but eliminating the reliance on an API strategy to connect their platforms to third parties.

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Mergers and Acquisitions (M&A) Banking Invoicing Financial Data 73

CFO Leadership

DECEMBER 15, 2022

As we reflect on 2022, TripActions’ team of experts—spanning customer service, travel, expense, Europe, and information systems and security—share their predictions for the coming year and their thoughts on how businesses can prepare for opportunities that could emerge. Whitnee Hawthorne, Chief Customer Officer. CX gets even more personal.

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Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

Barry Ritholtz

JANUARY 5, 2024

Previously, he was an investment banker at Goldman Sachs and a mergers and acquisitions lawyer at Wachtell, Lipton. He explains how his career meandered from studying classics, teaching Greek, clerking for a Federal Judge, working on M&A at a big firm, and eventually doing derivative transactions on Wall Street.

Mergers and Acquisitions (M&A) 75

Mergers and Acquisitions (M&A) Education Investments Securities 75

Nerd's Eye View

AUGUST 12, 2022

Also in industry news this week: FINRA has submitted a revised proposal to reform the process for broker-dealers to request expungement of client disputes from their public record, which allows state securities regulators to be informed of and involved in the arbitration hearings that decide whether the expungement is granted.

Mergers and Acquisitions (M&A) 67

Mergers and Acquisitions (M&A) Healthcare Economics Numbers 67

Barry Ritholtz

JANUARY 27, 2025

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News. This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast. What a fascinating guest. Mike Freno is chairman and CEO of Barings. They run over $431 billion in global assets.

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Mergers and Acquisitions (M&A) Investments Leverage Marketing 59

PYMNTS

NOVEMBER 21, 2018

Supply chain payments company Tradeshift is reportedly vying for an acquisition of Finnish eInvoicing and B2B payments company Basware. Tradeshift secured $250 million in Series E funding earlier this year, with the investment led by Goldman Sachs and the Public Sector Pension Investment Board. Bloomberg reported on Tuesday (Nov.

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Mergers and Acquisitions (M&A) B2B SAP Valuation 51

Global Finance

OCTOBER 31, 2024

Meanwhile, banks across the country are responding to difficult times with an unprecedented wave of innovation. More than ever, Chinese banks are applying creative, expansive, and tech-savvy tools to strengthen innovation throughout their industry, a banking juggernaut with over 430 trillion renminbi ($60.7 trillion) in assets.

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Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52

PYMNTS

JULY 23, 2018

Gemalto, the digital security company that is being acquired by Thales, the French aerospace and defense company, will see the European Commission launch an in-depth investigation into the proposed deal. Combined, it would be one of the top three industry players in digital security, noted the report.

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Mergers and Acquisitions (M&A) Securities Technology Planning 40

CFO News Room

DECEMBER 27, 2022

Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is John Stokes. John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households.

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Mergers and Acquisitions (M&A) Planning Marketing Securities 130

Barry Ritholtz

APRIL 1, 2023

 This week, we speak with Ken Kencel, who is president and chief executive officer of Churchill Asset Management, a private credit firm with $46 billion in assets under management that was the top US private equity lender in the 2022 PitchBook league tables and was named 2022 Lender Firm of the Year by The M&A Advisor.

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Mergers and Acquisitions (M&A) Valuation Corporate Finance Finance 69

PYMNTS

DECEMBER 19, 2018

Tradeshift , a company that provides supply chain payments and digitization solutions, announced the acquisition of partner Babelway on Tuesday (Dec. ” Tradeshift has been focusing on merger and acquisition (M&A) activity to fuel growth in recent months.

Mergers and Acquisitions (M&A) 51

Mergers and Acquisitions (M&A) B2B Valuation Investments 51

PYMNTS

JULY 20, 2017

Data from the IT-Security Institute found 127.5 Data from the IT-Security Institute found 127.5 But according to Guy Caspi, CEO of cybersecurity company Deep Instinct , machine learning is no longer enough in an age of unprecedented evolution and volume of cybercrime. In the first quarter of 2017, it reduced to every 4.2

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Mergers and Acquisitions (M&A) Math Technology Securities 78

CFO News Room

DECEMBER 10, 2022

Recruitment has become the top concern for RIAs, according to a Charles Schwab survey, outpacing client acquisition through referrals and other priorities for the first time in the history of the study. The key questions aspiring partners can ask themselves to determine whether becoming a partner in their firm is the right course for them.

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Mergers and Acquisitions (M&A) Planning Valuation Accounting 130